Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Raymond? Claim Your ProfileRaymond Alvarez is an active investment advisor representative with Equitable Advisors, LLC. Raymond has been in the industry since May 20, 2003 and is registered to provide investment advice in California and New York. Raymond has been a registered representative for several firms over the years, including CETERA FINANCIAL SPECIALISTS LLC, PRINCOR FINANCIAL SERVICES CORPORATION, and RAYMOND JAMES FINANCIAL SERVICES, INC. Raymond is also a registered tax return preparer with H&R Block Advisors, LLC. Raymond specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NY
11/08/2023 - Present
Equitable Advisors, LLC (MELVILLE NY)
NY
08/25/2009 - 10/24/2023
CETERA FINANCIAL SPECIALISTS LLC (SAYVILLE NY)
NY
10/11/2007 - 11/26/2008
PRINCOR FINANCIAL SERVICES CORPORATION (MELVILLE NY)
NY
04/21/2004 - 10/31/2007
GRANITE SECURITIES, LLC (BABYLON NY)
FL
06/03/2002 - 02/13/2004
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
IA
Issued 06/13/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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